W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$48.1M
3
+$47.6M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$41.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$36.7M

Top Sells

1
+$19.5M
2
+$5.72M
3
+$4.42M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$720K
5
BND icon
Vanguard Total Bond Market
BND
+$562K

Sector Composition

1 Communication Services 2.26%
2 Financials 1.31%
3 Healthcare 1.18%
4 Technology 1.02%
5 Industrials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$53K ﹤0.01%
1,269
-1,718
502
$53K ﹤0.01%
1,082
+327
503
$53K ﹤0.01%
2,136
+49
504
$52K ﹤0.01%
1,063
-99
505
$52K ﹤0.01%
913
-225
506
$51K ﹤0.01%
1,182
+788
507
$51K ﹤0.01%
1,016
+246
508
$50K ﹤0.01%
+372
509
$50K ﹤0.01%
932
+523
510
$49K ﹤0.01%
1,296
-608
511
$48K ﹤0.01%
1,252
+341
512
$47K ﹤0.01%
1,500
+478
513
$46K ﹤0.01%
403
+204
514
$46K ﹤0.01%
439
+25
515
$45K ﹤0.01%
252
+172
516
$45K ﹤0.01%
4,156
+1,916
517
$44K ﹤0.01%
2,303
+1,271
518
$44K ﹤0.01%
1,383
-206
519
$41K ﹤0.01%
1,383
+183
520
$41K ﹤0.01%
1,796
+1,072
521
$41K ﹤0.01%
6,505
-19,250
522
$40K ﹤0.01%
869
+233
523
$39K ﹤0.01%
3,907
+912
524
$39K ﹤0.01%
1,395
-1,606
525
$38K ﹤0.01%
815
-307
19 20
21
22 23